SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,739 | -3.4% | 2,021 | +0.1% | 0.05% | -2.0% |
| Q2 2023 | $104,319 | +8.2% | 2,018 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $96,409 | -12.1% | 2,015 | -17.7% | 0.05% | +21.4% |
| Q4 2022 | $109,667 | +5.5% | 2,447 | -1.1% | 0.04% | 0.0% |
| Q3 2022 | $103,912 | -4.8% | 2,475 | +0.2% | 0.04% | -2.3% |
| Q2 2022 | $109,199 | -17.1% | 2,471 | +0.1% | 0.04% | -4.4% |
| Q1 2022 | $131,762 | -5.5% | 2,468 | +100.0% | 0.04% | -2.2% |
| Q4 2021 | $139,417 | -7.0% | 1,234 | -14.5% | 0.05% | -16.4% |
| Q3 2021 | $149,833 | +128.5% | 1,443 | +129.4% | 0.06% | +129.2% |
| Q2 2021 | $65,586 | +7.8% | 629 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $60,831 | +6.3% | 629 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $57,233 | +14.3% | 629 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $50,094 | +8.4% | 629 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $46,213 | +21.6% | 629 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $38,010 | +104.3% | 629 | +159.9% | 0.02% | +140.0% |
| Q4 2019 | $18,605 | +8.3% | 242 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,187 | -19.8% | 242 | -20.4% | 0.01% | -16.7% |
| Q2 2019 | $21,441 | +3.6% | 304 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,687 | +41.5% | 304 | +24.6% | 0.01% | +33.3% |
| Q4 2018 | $14,623 | -14.9% | 244 | 0.0% | 0.01% | -18.2% |
| Q3 2018 | $17,175 | +6.7% | 244 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,102 | +38.7% | 244 | +34.1% | 0.01% | +37.5% |
| Q1 2018 | $11,610 | +6.5% | 182 | +7.7% | 0.01% | 0.0% |
| Q4 2017 | $10,904 | +5.3% | 169 | -0.6% | 0.01% | 0.0% |
| Q3 2017 | $10,355 | +12.1% | 170 | +7.6% | 0.01% | +14.3% |
| Q2 2017 | $9,237 | +7.9% | 158 | +5.3% | 0.01% | 0.0% |
| Q1 2017 | $8,559 | +12.8% | 150 | +7.1% | 0.01% | 0.0% |
| Q4 2016 | $7,585 | +3.5% | 140 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $7,325 | +4.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $7,042 | +2.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $6,899 | – | 140 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |